A big announcement
The almost headlines
In case you missed
Fuel and reactors at once: capital to deliver 144 Xe-100s (~11 GW) plus TRISO-X supply chain.
Led by Jane Street, with ARK Invest and Galvanize in; funds expand Xe-100 + TRISO-X pipeline and manufacturing.
Supports DOE-backed 4-unit Xe-100 project (under NRC review), 5+ GW of Amazon-linked US projects, and UK deployments with Centrica.
1.3 GW of classified-region compute to supercharge federal AI, security, and science.
AWS will build purpose-built AI/HPC capacity across its classified regions (~1.3 GW) to support all data classifications, from unclassified to Top Secret.
Agencies get access to SageMaker, Bedrock, Nova, Anthropic Claude, Trainium, and NVIDIA stacks, enabling real-time analytics, modeling, and decision support across defense, infrastructure, energy, healthcare, and research.
Land, water, waste: capital for nature-based mitigation at institutional scale.
Focus on climate-resilient ag, biological inputs, restoration finance, and MRV tech (e.g., AgroStar, NatureMetrics, GreenLight Biosciences).
Backed by pension funds and large FIs (e.g., Achmea, UK Environment Agency, RBC), targeting verifiable, nature-positive outcomes.
74%-efficient fuel cells that capture 100% of biogenic carbon—power + permanent removals.
Converts biogas to electricity/H₂ while liquefying and storing all CO₂, potentially >2 GtCO₂/yr global removal by 2040 using existing biogas footprint.
Frontier has committed $41M for 96,000 tCO₂ removals (2027–2030); targets decentralized, farmer-led CDR with minimal methane leakage.
U.S.-made Series 7 modules, zero China c-Si, and high-wage jobs in Iberia Parish.
2.4M ft² facility adds 3.5 GW capacity, lifting U.S. output to 17.7 GW by 2027; 700+ jobs now, 826 by year-end at ~$90k avg salary.
Uses AI for defect detection and process optimization; sources glass and steel from IL/OH/MS, part of a $4.5B+ U.S. build-out since 2019.
TEF-backed, CCUS-ready gas plant to serve ERCOT’s surging load by 2029.
$2B project, supported by a $1.1B Texas Energy Fund loan, will power ~850k homes and generate $400M+ in local tax revenue.
Built by Gemma with GE turbines and future carbon-capture option; more than 10% of Texas’s targeted 10 GW new dispatchable capacity.
Bigger Permian→Katy corridor for Gulf Coast LNG era.
WhiteWater to increase diameter 42" → 48" and add compression; in-service mid-2028 (pending approvals).
JV participants span Matterhorn (WhiteWater 65%), ONEOK, MPLX, Enbridge, linking Permian gas to Katy and LNG export markets.
ABS-funded deal adds scale, PDP, and runway in Oklahoma gas.
Funded $400M via ABS; adds ~147 MMcfe/d (13% uplift), 1.6M net acres, and $155M NTM EBITDA (PV-10 $690M).
Issued 3.72M new shares (total 80.45M); continues long-life, PDP-focused consolidation strategy.
Portfolio tidy-up as the major leans into core, lower-carbon and integrated assets.
Sells 10% to Shell Nigeria Exploration and 2.5% to Nigerian Agip Exploration.
Follows long operating history in Nigeria (209 kboe/d in 2024) as TTE reshapes its asset base.
Eyes 6th train + extra berth as site scales toward 10-train potential.
Oversubscribed, multi-currency lines signal strong regional backing for the trader’s Asia push.
New org chart for finance, “data economy,” and external affairs as fleet and footprint expand.
What'd ya think of today's email?
DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.